Anic Equity¶
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Total return since start: 0.694 %¶
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Equity now: -----------------------------> 51729.95 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48530.89 Kr¶
PnL: ---------------------------------------> -556.68 Kr¶
DD now: ---------------------------------> -0.413 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 16:23:12.333618'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.420000 | 3375.000000 | 195.000000 | 6.130000 | 3180.000006 |
| HMS Networks | 2 | 4.110000 | 810.400000 | 137.400000 | 20.420000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.250000 | 3575.700000 | 121.700000 | 3.520000 | 3453.999992 |
| Fasadgruppen Group | 38 | 1.640000 | 4233.200000 | 92.200000 | 2.230000 | 4140.999992 |
| HEBA B | 70 | 1.570000 | 2716.000000 | 80.000000 | 3.030000 | 2636.000010 |
| SAAB B | 8 | 1.080000 | 3453.600000 | 76.600000 | 2.270000 | 3377.000000 |
| Swedbank A | 3 | 3.240000 | 620.700000 | 56.700000 | 10.050000 | 564.000000 |
| Resurs Holding | 22 | 1.300000 | 619.300000 | 45.300000 | 7.890000 | 573.999998 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.130000 | 391.800000 | 36.800000 | 10.370000 | 355.000000 |
| AcadeMedia | 12 | -0.370000 | 589.200000 | 32.200000 | 5.780000 | 557.000004 |
| Norva24 Group | 16 | -0.440000 | 573.440000 | 30.440000 | 5.610000 | 543.000000 |
| Intrum | 4 | 2.300000 | 551.800000 | 24.800000 | 4.710000 | 527.000000 |
| OEM International B | 7 | 1.290000 | 549.500000 | 21.500000 | 4.070000 | 527.999997 |
| Sampo Oyj SDB | 7 | 1.100000 | 3864.000000 | 14.000000 | 0.360000 | 3850.000000 |
| Eastnine | 4 | 0.480000 | 503.200000 | 12.200000 | 2.480000 | 491.000000 |
| Securitas B | 6 | 1.700000 | 581.760000 | 11.760000 | 2.060000 | 570.000000 |
| Coor Service Management Hold. | 8 | 1.420000 | 541.600000 | 9.600000 | 1.800000 | 532.000000 |
| Boozt | 12 | 1.910000 | 1662.000000 | 8.000000 | 0.480000 | 1653.999996 |
| Fastighetsbolag. Emilshus Pref | 21 | -1.100000 | 565.950000 | 3.950000 | 0.700000 | 562.000005 |
| Karnov Group | 9 | -0.170000 | 539.100000 | 3.100000 | 0.580000 | 536.000004 |
| Creaspac SPAC | 6 | 0.000000 | 579.000000 | 2.000000 | 0.350000 | 577.000002 |
| Handelsbanken A | 5 | 0.600000 | 547.500000 | 1.500000 | 0.270000 | 546.000000 |
| Samhällsbyggnadsbo. i Norden D | 12 | -0.100000 | 246.960000 | 0.960000 | 0.390000 | 246.000000 |
| Corem Property Group B | 59 | 2.510000 | 577.910000 | 0.910000 | 0.160000 | 576.999999 |
| Midsona B | 63 | 0.440000 | 577.710000 | -5.290000 | -0.910000 | 582.999984 |
| CTEK | 13 | 1.460000 | 507.130000 | -26.870000 | -5.030000 | 533.999999 |
| International Petroleum Corp. | 5 | -0.800000 | 558.000000 | -36.570000 | -6.150000 | 594.565215 |
| Essity B | 2 | -2.160000 | 533.600000 | -40.400000 | -7.040000 | 574.000000 |
| Vivesto | 1368 | -0.100000 | 560.330000 | -52.670000 | -8.590000 | 612.999432 |
| Essity A | 4 | -1.650000 | 1074.000000 | -75.000000 | -6.530000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.620000 | 2953.800000 | -130.200000 | -4.220000 | 3083.999994 |
| OX2 | 22 | 4.290000 | 1845.800000 | -143.200000 | -7.200000 | 1989.000002 |
| Axfood | 15 | -4.390000 | 3856.500000 | -443.500000 | -10.310000 | 4300.000005 |
| Ovzon | 64 | -1.880000 | 3334.400000 | -661.600000 | -16.560000 | 3996.000000 |
| TOTAL | 48530.890000 | -556.680000 | -0.41281% | 49087.564636 |
Updated:¶
'2023-02-01 16:23:25.654495'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
